01
The desk's answer
Megan asks the question Lewis couldn't. Her tags cover the contract, so the rates come from it.
Rates only where they belong
team
Tag a contract, a site or a decisions log, and only the people who hold that tag get answers from it. For a field service team, that means the engineer on site gets the site rules and the desk gets the rates. In BigChange, each action can be allowed per person or team too.
how it runs
Lewis is at Harlow Retail Park on Thu 08/10. This is the same customer seen from the service desk and from finance, and a new starter's first week.
01
Megan asks the question Lewis couldn't. Her tags cover the contract, so the rates come from it.
Rates only where they belong
02
Kate asks on Teams about night work. Dan's ruling comes from the finance decisions log, which only finance can use.
Finance rulings stay in finance
03
Tom asks for a PO in his first week. His BigChange actions are looking up jobs and adding notes, so it isn't raised.
No PO without the right to raise one
01
The desk's answer
Megan asks the question Lewis couldn't. Her tags cover the contract, so the rates come from it.
Rates only where they belong
before and after
Harlow Retail Park's rates on Thu 08/10, asked for by Lewis on site and then by the service desk.
On site
Without Centrus: Rates read out to whoever rings and asks
With Centrus: Lewis gets the site rules, not the rates
The desk
Without Centrus: Hunting a shared drive for the contract
With Centrus: Megan gets the Saturday rate from the contract
Rulings
Without Centrus: Finance rulings in a log anyone can open
With Centrus: Dan's night work ruling, for finance only
New starters
Without Centrus: Given everything, or nothing, on day one
With Centrus: Tom can look up jobs, not raise POs yet
keep going
Your best people's answers, available to everyone.
in the 30 minutes
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
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